+102.5%
FCX vs RIVN
-85.0%
+187.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.3% | +1.8% | -4.1% | -2.6% |
| 30D | +2.7% | +0.6% | +2.0% | +2.6% |
| 3M | +7.4% | +3.2% | +4.2% | +6.0% |
| 6M | +16.0% | -3.7% | +19.7% | +15.9% |
| YTD | +40.9% | -18.7% | +59.6% | +43.6% |
| 1Y | +56.4% | +14.7% | +41.7% | +48.1% |
| 3Y | +84.2% | -31.5% | +115.7% | +78.7% |
| All | +102.5% | -85.0% | +187.5% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling